January Monthly Monitor Recap. Enhancements. EFT Enhancements. Web Enhancements. EFT Modifications

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1 Monthly Monitor Recap January 2017 The CU*BASE Monthly Monitor Recap is designed to keep you informed on an ongoing basis of feature improvements, vendor enhancements, and other miscellaneous changes to CU*BASE and our other core software products. This specific Monthly Monitor Recap covers programming changes implemented during the month of January. Enhancements Creation of It s Me 247 Authentication API to allow access for various third party and CU*A mobile applications New MAP/MOP: API for configuring online banking credentials Added an indicator to the Skip Payment History Report to check for additional signer records Added functionality to temporarily disable notifications for personal information changes to assist in Conversions maintenance Added the option for OTB loan transaction activity to It s Me 247 EFT Enhancements Support of STAR Access solutions Web Enhancements It s Me 247 New Member Landing Page Creation of unique It s Me 247 homepage for new members Updated Lenderhub (QualiFile/CBC) to force current industry standard security protocol EFT Modifications Add purge for ISOTRC1 records to avoid duplicate records and perform cleanup Update to ensure that both the TO and FROM accounts are present before handling reversals for a member s account to account transfer through national shared branching SHAZAM clients only: Update to identify and process representment transactions as exceptions Update to CUSC Acquirer Server Job to prevent errors Metavante Update to remove merchant type to determine if a transaction is an Incremental Authorization

2 43396 Elimination of two characters from the acceptable special character table when processing incoming EFT transaction information fields to avoid possible issues with statement display Update to CO-OP Shared Branching processing code for payroll checks coded as P be to be immediately released COOP Clients only: Update to include Credit Limit changes in Batch Maintenance file Added error checking for self-processors COOP Batch Maintenance send to IFS program Elimination of error in the Teller Cash Activity Screen Eliminated excess printouts caused by user profiles that do not default to a device that holds all printouts The Card Expiration Processing process is no longer bypassing some bins because of the EMV default date format in PANBIN The reversal message on a Star partial approval is now correctly working Change to Bin maintenance to only allow the EMV date to update when the EMV type is configured for the first time or changed Elan: Extension of incremental authorization for all merchant types for MasterCard and additional merchant types for VISA Increased the batch card maintenance restrictions to allow more records to be run without error Web Modifications Modified automated collateral to handle situations where vehicles share VINs Modified retailer direct to get decisions concurrently in order to decrease load times for clients Eliminated duplicate records created by home banking loan application request Updated the mobile loan app links to properly use the configured loan app per credit union Removed static credit union ID from It s Me 247 Mobile Web to prevent conflicting ID s It s Me 247 logo swap for multiple credit unions for mobile app Internal Modifications Replaced the current draft confirmation screen with a new generic draft confirmation screen

3 43001 Added verifications to DMI OTB create and transmit programs so they can be run in ROBOT Altered the CL s to preclude potential errors sending files to IFS where FILExx is part of the directory Eliminated occasional error in sending Magic Writer file to the IFS Updated how messages are delivered to Operator when sending draft returns Updated the CTE create/refresh driver program to use standard program for HTRANS purge instead of 3 separate calls Updated miscellaneous files for device name expansion project Reduced Master CU Parameter Config record lock User Error Safeguards Added edits to the IRA Balance File for Roth IRAs to prevent user from using contradicting fields Update to prevent users from being able to change a SSN to all zeros Update to prevent the deletion of a credit card bin if there are cards attached to it Change to add backup and archive before receiving new ACH transactions into the warehouse file Modifications Eliminated record lock when performing maintenance on plastics in the OTB tables/files Updated the cross sales tab to pull the most recent credit score on file when opening a new account Update to set blank values to zero when processing split rates for My CU Today data capture Eliminated error in Work with New/Closed Accounts when backing out of the first screen Addition of new message in Online Banking when a member tries to schedule more than 99 transfers For AFTs on loans with escrows, update to indicate escrow amount in the Transfer amount when R Make a regular loan payment is the transfer type Eliminated zeros on the Authorization ID within the Miscellaneous Secured Funds Screen Eliminated program from updating maintenance fields when a user only views tired service point system config

4 42888 Update to ipay posting program to use the proper transaction description for ANR fees Modification to the Generic Standard Loan Application GAPP to assure that the appropriate checkbox is used for Insurance or debt protection Update to only use partial pay amounts on 365 daily calc products for national shared branching payments Modified the credit bureau soft pull program to update the score for a non-member Eliminated error message when creating an account when a credit report record didn t exist Updated inquiry and phone to display OTB loan records when configured and positioned in the 11th record on the page Removed the hard edit that prevents loan maturity dates in the past and changed to a warning message Eliminated occasional issue with payment change amounts on credit card loans Reinstated the usage of the enter key in GL journal entry to move down to the next available line when copying the above text from description above instead of reverting back to top left when entering Modified the general ledger unpost functionality to eliminate error Modified AFT posting program to look at CD type configuration for add-on flag and prevent transfers to CDs when add-on flag is not enabled Eliminated erroneous account numbers from vendor checks for vendors with 3 address lines Changed FIDM program to pull valid state IDs from SYSCTL and allow processing for VI (Virgin Islands) Eliminated duplicate record error when exporting from the closed account report Update to allow edoc member list file to go to specified folder when multiple CUs are on the same edoc server Corrected decision highlighting in the loan app queue Update to correctly show pledged shares for credit card loans when member has a credit balance Modified credit card delinquency to allow statements properly display the payment due for months where there are no business days between the due date and last day of the month Update to eliminate missing check records from teller audit when processing a transaction with multiple pages of checks Update to the 1099R reporting file to assure the output of an A record if the first record in the file is a beneficiary record Update to the 1098 vendor file to populate the mortgage insurance in the amount code field

5 44040 Changed the date used on CSVs for My CU Today Plus to correctly use the IBMi system date The Print Budget Reports on MNBUDG #28 are now correctly working for CUs with multiple corp IDs Mortgage Statements: Corrected name and address fields to populate the correct information when a membership and mortgage are closed in the mortgage statement period and the closed seq numbers are not the same Eliminated error in the Budget Projections application when exiting and re-entering the option Updated the bill pay LEPPAYMT report tiles to reflect the accurate description for total enrollment Modified Learn from Peer harvester to get Credit Union name from Customer Master File Updated the Print Collection Delinquency report to pull loan officer information from approval ID instead of employee opening account Update to the variable rate code configuration to allow scrolling to the end of the file when there are more than 160 records Money movement analysis is now correctly populating the work file for Update to display edit message when user attempts to change an SSN on an open membership when it s already in the non-member file Updated to check for an earnings file if the CU is configured for scorecard when creating a statement work file Eliminate the restriction on number of records for the LTAX report Updated the 1099MISC tax file to properly format the name of a record entered for an organizational non-member Modified the edit in membership maintenance to only check the SSN for non-member records when the field is being changed The Skip Pay Program for Consumer Loans no longer allows an account to go below par to pay fee Eliminated issue where occasionally it was not displaying all tables in the maintenance version of the database inquiry tool When accessed via the Work Daily BSA/CTR Activity tracker entry screen now properly auto-populates the name of a closed member In MNLOAN, #8 joint debts are now automatically unchecked under the co-applicant when the auto-fill feature is used to pull in debts from a credit report Modified the code for credit card statement creation to eliminate hard coded library names and clean up code changes

6 43925 Elimination of ghosting in the Verify Tax Report produced at Beg of Year Transactions for members are now correctly appearing in the Transaction Activity option in Member Inquiry/Phone Operator when they only have activity in prior months Corrected Budget Variance Analysis to no longer overwrite the user s dates with program calculated dates Updated the Certificate form to always pull in the correct dividend payment method Modified yearly changeovers for My CU Today Plus when capturing G/L information Modified the reporting file for 5498 to report 0.00 for FMV for any IRAs with negative balances